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First Trust NASDAQ Smartphone(NXTG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for NXTG
10/28/2026: NXTG (2-star) is currently NOT-A-BUY. Pass it for now.
NXTG provides focused exposure to the smartphone ecosystem by investing across hardware, semiconductor, and mobile service companies. It is a suitable tool for growth investors who want to capitalize on the continued importance of mobile technology in the modern economy. Key strengths include its specialized thematic focus, while primary risks involve high sector concentration and market volatility. It is best suited for long-term investors monitoring tech innovation and supply chain developments. Investors should weigh its targeted exposure against its higher expense ratio compared to broader technology ETFs.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The ETF provides direct exposure to the rapid innovation cycle of mobile technology. |
| Momentum investor | Strong fit while signal remains positive | The fund tends to capture the price momentum of major semiconductor and tech hardware stocks. |
| Value investor | Weak fit | Technology stocks in this index often carry premium valuations due to their growth prospects. |
| Dividend/Income investor | Mixed fit | While some holdings pay dividends, the primary objective is capital appreciation rather than income generation. |
| Low-risk investor | Weak fit | The thematic concentration and tech sector exposure involve significant market volatility. |
Investor Profile
Ideal Investor Profile
Growth-oriented investors seeking targeted exposure to mobile technology and the hardware supply chain.
Suitability
Best for long-term thematic investors looking to capture secular growth in the smartphone and mobile services market.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Technology sector stocks, particularly in the hardware and chip segments, are prone to sharp price swings. |
| Market risk | Medium / high | The ETF's performance is highly correlated with broader market sentiment regarding technology and consumer spending. |
| Concentration | High | The focus on a single industry (smartphone ecosystem) increases exposure to specific sector downturns. |
| Tracking/expense | Low | The fund manages to track its benchmark closely despite the relatively higher expense ratio. |
| Liquidity | Medium | Trading activity is moderate, which may result in higher costs for large orders during periods of low volume. |
| Business/sector quality | Medium | The industry relies on rapid innovation, posing a risk that companies may lose their competitive edge. |
Risk Analysis
Volatility
NXTG displays higher-than-average historical volatility due to its concentration in tech-heavy components and semiconductors.
Market Risk
The fund is sensitive to tech sector-specific risks, including hardware obsolescence, supply chain shocks, and interest rate sensitivity for high-growth firms.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Semiconductors and Semiconductor Equipment | 40 | This sector provides the essential processing and connectivity chips that drive smartphone performance. |
| Industry | Technology Hardware, Storage & Peripherals | 35 | Companies in this group design and manufacture the actual smartphone devices and mobile hardware. |
| Industry | Communication Services | 20 | These firms provide the essential mobile network and data infrastructure required for smartphones to function. |
| Cash/collateral | Cash and Cash Equivalents | 5 | This small buffer is maintained for daily liquidity needs and fund operations. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 34.12% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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